Licensed Private Client Banker

KeyBank•Seattle, WA

8d•$25 - $38•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and serves clients with up to $2 million in investable assets. The role uses a plan-based approach to financial advice, helping new and existing clients build confidence in their financial wellness by assessing their needs, collecting and documenting client information, and recommending appropriate products and services. The banker identifies client needs and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. This position focuses on client relationships, financial wellness conversations, sales and referrals, and developing internal and external referral sources. It also supports branch operations, including assisting with teller-line transactions as needed. The role is branch-based and requires Saturday work as directed by management. The position may include other duties or responsibilities assigned by management. The role requires compliance with operational, risk, security, audit, and other KeyBank policies and procedures. Physical demands include prolonged standing, frequent hand use and reaching, occasional bending and lifting, and frequent lifting of light items. The employee must also be able to routinely and frequently operate a motor vehicle with a valid driver’s license.

Requirements

High school diploma, GED, or equivalent experience.
Experience developing current and new customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
Foundational knowledge of client sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
Interpersonal skills and ability to build rapport quickly.
Demonstrated experience influencing business partners and leveraging centers of influence, including partners in investment services, mortgage, and business banking.
Working knowledge of PCs, Microsoft Windows, and Microsoft Office products, including Word and Excel.
Working knowledge of digital technology, including mobile applications and web-based browsing, and ability to educate clients on KeyBank digital platforms and capabilities.
FINRA Series 6 license.
FINRA Series 63 license.
FINRA Securities Industry Essentials (SIE) qualification.
Life, Accident, and Health Insurance licenses.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Ability to meet the physical demands of the position, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.

Nice To Haves

Bachelor’s degree.
Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.

Responsibilities

Provide a strong client experience by being present and attentive to clients and teammates.
Identify financial wellness opportunities during client conversations and provide customized recommendations, including referrals for investment and insurance products.
Meet individual activity, behavior, and outcome goals.
Build a client referral pipeline by identifying and developing internal and external centers of influence; prospect and document calling efforts.
Develop and maintain knowledge of private client products and services and competitive offerings.
Open personal and business accounts, including consumer checking, small-business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.
Partner with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
Follow operational, risk, security, audit, and documentation requirements.
Support branch operations, including assisting with client transactions on the teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
Work Saturdays as directed by management.
Provide clients with advice related to financial management, investment strategies, retirement planning, and tax optimization.
Assess clients’ financial situations and help them work toward financial wellness and financial goals.
Identify and develop new client relationships through prospecting and networking, and maintain relationships with high-net-worth clients.
Stay informed about market trends and analyze market conditions to provide informed financial advice.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.